Advanced Engine
Job Lifecycle Engine
Track every job through its complete lifecycle: Lead, Qualified, Estimate Sent, Estimate Accepted, Scheduled, In Progress, Complete, Review Sent, Review Received. Flag when something stalls at any stage. One system. One source of truth.
Custom setup / $2,000 per month operated by Momentiv
The Problem
The Gap
Your CRM says there are 47 active leads. Your schedule shows 12 jobs booked. Your estimator says he sent 8 proposals this week. Nobody can tell you how many of those 47 leads became one of those 12 jobs. Or where the other 35 went. Or how long the 8 proposals have been sitting unanswered. The information exists across three tools, two spreadsheets, and someone’s memory. There’s no single view of where every job stands, no alert when something stalls, and no way to know where revenue is falling through the cracks.
The Math
What Pipeline Blindness Costs
of small businesses still manage customer relationships with spreadsheets or email
Spreadsheets don’t alert you when a job stalls. Email doesn’t show you pipeline velocity. When half your industry is operating without unified tracking, the businesses that build it gain a structural advantage in close rate, cycle time, and revenue visibility.
Source: Capterra / CustomerFlows
of CRM features go unused by small businesses that adopt a platform
Having a CRM doesn’t mean having pipeline visibility. Most contractors use their CRM as a contact list, not a lifecycle tracker. The Job Lifecycle Engine configures your system to track stage progression and flag stalls, not just store names.
Source: Salesforce / CustomerFlows
target proposal-to-close rate for home services
If you can’t see where jobs stall in the pipeline, you can’t fix the bottleneck. Most close rate problems aren’t about the estimate. They’re about what happens (or doesn’t happen) after the estimate is sent. Lifecycle tracking makes the bottleneck visible.
Source: CustomerFlows, 2026
The Fix
The System
Full pipeline stage tracking from lead origin through post-job review completion, with stall detection at every stage, two-way CRM sync, and a daily report that surfaces exactly where attention is needed.
What We Build
Full pipeline stage tracking from lead origin through post-job review completion
Stall detection: flags when a job has not progressed within configurable time windows per stage
Integration with existing FSM or CRM (Jobber, Housecall Pro, ServiceTitan) for two-way data sync
Fallback mode: if no FSM exists, becomes the tracking system via structured status updates
Pipeline health view: full stage-by-stage snapshot in real time
Daily stall report: jobs that haven’t moved and recommended next actions
Requirements
Required Inputs and Fit
What we need from you
Current FSM or CRM platform and credentials (or confirmation you need a standalone tracker)
Current pipeline stages and definitions (how you think about job progression today)
Stall thresholds: how long is too long at each stage before it should be flagged
Team workflow: who updates job status and how (app, phone, manual)
Integration requirements: two-way sync needs or read-only acceptable
Reporting preferences for stall alerts and pipeline health
Who this is for
Built for owner-led home services businesses where jobs are tracked inconsistently across multiple tools with no unified view. If the owner regularly asks “where is that job?” because there’s no single source of truth, this engine creates it.
Implementation
Implementation and Ongoing Operations
This engine is custom-scoped based on your existing systems, integration complexity, and team workflow. Pricing is determined during the strategy call.
Custom setup fee
$2,000 per month operated by Momentiv
The Management Retainer
Systems break when they are abandoned. Your setup fee covers the custom build. From there, this engine is maintained through a monthly operations retainer. We handle the optimization, the reporting, and the technical oversight so you can focus on running your crews. All engine installations begin with a 90-day initial commitment to ensure baseline stability.
Outcomes
How We Measure Success
Average stage duration by pipeline phase
How long jobs sit at each stage
Stall rate by stage
Where jobs get stuck most often
Cycle time
Days from first contact to completed job
Pipeline drop-off by stage
Where revenue is falling through most
Complementary Systems
Pairs Well With
Lead Response Engine
Leads enter the lifecycle the moment they arrive. The Lead Response Engine captures them. The Job Lifecycle Engine tracks them through every stage that follows.
Neighborhood Intelligence Engine
Geographic intelligence layered onto lifecycle data shows not just where every job stands, but where every job is located.
Capacity Forecasting Engine
Pipeline velocity data feeds capacity modeling. If jobs are moving faster through the pipeline, the forecast reflects increasing demand.
Common Questions
Frequently Asked Questions
No. If you have an existing FSM or CRM (ServiceTitan, Housecall Pro, Jobber), we integrate with it for two-way data sync. If you don’t have one, the engine can function as your tracking system through structured status updates. Either way, you get pipeline visibility.
The default stages are: Lead, Qualified, Estimate Sent, Estimate Accepted, Scheduled, In Progress, Complete, Review Sent, Review Received. These can be customized during setup to match how your business actually thinks about job progression.
You define time thresholds for each stage during setup. If a job sits at “Estimate Sent” for more than 72 hours (or whatever threshold you set), the system flags it in the daily stall report with a recommended next action. The thresholds are configurable by stage and service type.
It depends on your current setup. If your CRM or FSM has automated status triggers (e.g., Jobber automatically marks a job as “Complete” when the invoice is sent), the system uses those. If status updates are manual, the engine makes the update process as simple as possible.
A concise summary of jobs that haven’t moved, organized by stage. Each stalled job includes how long it’s been stuck, the last action taken, and a recommended next step. No noise. Just the jobs that need attention.
Yes. The Job Lifecycle Engine functions as the backbone. Lead Response, Follow-Up, Estimate Follow-Up, and Review and Reputation engines all feed into and out of the lifecycle stages. When combined, the engines create a single connected system from first contact to post-job review.
With FSM integration: 2 to 4 weeks. Without FSM (as system of record): 1 to 2 weeks with a manual update workflow defined. The longer timeline accounts for mapping your existing data structure and configuring two-way sync.
Ready to see where every job stands in one view?
Start with a diagnostic audit. We will map every gap, quantify what it is costing, and show you exactly which systems close it.